BUSINESS
Chart of the Day: How inflation is driving up electricity procurement costs
The average cost of power supply has increased by about 18 percent from FY19
BUSINESS
Are hospitals the new defensive stocks?
Stocks of large hospital chains are valued at par or higher than consumer staples companies
BUSINESS
Trump’s tariffs on pharma will hurt both India, US
If imposed in the immediate future, customers in the US can ask Indian drug suppliers to temporarily absorb new import duties
BUSINESS
Moneycontrol Pro Panorama | A single-engine market
In this edition of Moneycontrol Pro Panorama: India needs newer ideas to deal with new challenges, stable healthcare sector attracts large business houses, challenges the evolving insurance sector faces, and more
BUSINESS
Chart of the Day: How massive investor flows built froth in small, midcap stocks
Even after the recent correction, small cap and mid cap indices trade at a significant premium to the Nifty 50 index
TRENDS
IT sector’s stable technology budgets may face macro headwinds
Industry consultants and managements of IT companies indicate a stable or relatively better technology spending in 2025
BUSINESS
Apparel, home textile exporters see healthy uptick in sales amid trade tensions
Vendor consolidation and shift in global sourcing away from China, Bangladesh is expected to benefit India
BUSINESS
Moneycontrol Pro Panorama | The last mile is paved with gold for consumer companies
In the February 11th edition of Moneycontrol Pro Panorama: RBI's softer stance pacifies banks and NBFCs, DeepSeek innovation a good example of potential of capitalism, Trump administration haunted by inflation fears he fanned, and more
BUSINESS
Chart of the Day: Market shifts to help India gain leadership in global small molecule pharma outsourcing
India’s contract research (CRO), development and manufacturing (CDMO) services markets doubled between 2019 and 2023
BUSINESS
In its latest IPO, Hexaware’s promoters are reaping the benefits of high market valuations
The company is selling shares at significantly higher valuation than its exit price in 2020
BUSINESS
Weight loss drug opportunity is increasingly coming into focus for Indian pharma
Companies are preparing to launch the generic version of Semaglutide in India next year
BUSINESS
Moneycontrol Pro Panorama | When in doubt, buy gold
For February 4 edition of Moneycontrol Pro Panorama: US trade deficit with India higher than Canada's, bond markets back in the eye of the storm, will budget boost India's trade image, a lookback at America’s repeated dalliances with tariffs, and more
BUSINESS
Chart of the Day: The remarkable rise in passenger traffic revenues at Indian Railways
The share of passenger train business in total revenues is expected to rise to the highest levels in two decades
BUSINESS
Nuclear power gets long overdue attention in Budget 2025, execution is key
For a country of its size and electricity needs, India has abysmally low nuclear power generation capacity
BUSINESS
How to make farm sector better? Economic Survey lays out the pitch
Disparity in agriculture sector growth rates among states is attributed to crop diversification
BUSINESS
For Indian Railways, the pandemic boom in freight traffic is slowly easing
Slowing freight traffic can weigh on Indian Railways' revenue growth unless passenger train business keeps up pace
TECHNOLOGY
Moneycontrol Pro Panorama | Lessons from DeepSeek's wake-up call
For Jan 28 edition of Moneycontrol Pro Panorama: Budget 2025 needs to unshackle economic activity, Deepseek gives China an edge in tech space, Budget proposals must spur consumption, Budget boost to Make in India scheme, and more
BUDGET
Budget Snapshot: Slow progress in energy mix needs sustained focus on green power
Hydro power generation lagged in recent years amid muted capacity additions
BUSINESS
Solar module exporters to face heat in 2025 as global market growth stalls
Global solar installations are projected to stagnate in 2025 amid policy uncertainty and reduction in incentives
TRENDS
BFSI recovery holds out hope for IT companies amid Trump uncertainty
Frontline IT companies saw incremental improvement in financial services business in Q3 FY25
BUSINESS
Moneycontrol Pro Panorama | A mix of relief, anxiety for markets as Trump checks in
In the Jan 21 edition of Moneycontrol Pro Panorama: India’s defence spending needs a relook, Budget 2025 ought to focus on fiscal prudence, India's consumer sentiment weakens, IT companies see healthy recovery, and more
BUDGET
Budget Snapshot: India’s spending on healthcare rises, focus should turn to capacity build-up
With growing healthcare needs, India should ramp up healthcare infrastructure and insurance coverage
BUSINESS
TCS’s strong order inflows should allay investor concerns about GCCs
Focus on cost optimisation by customers will continue to drive demand for IT services vendors
BUSINESS
Focus on new products at pharma companies as generic Revlimid opportunity draws to a close
The current market restrictions that are powering generic Revlimid revenues will end in January 2026
